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| Name: |
Tobias Financial Advisors Inc. |
| City: |
PLANTATION |
| State: |
FL |
| Zip: |
33324 |
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data |
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| Holdings
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
LAG |
Lagardere S.C.A |
|
- |
$24.86 |
$74,605,000 |
2,951,154 |
% |
3,193,000 |
165,967 |
0 |
N/A |
|
|
IQLT |
Ishares Edge Msci Intl Qual... |
|
- |
$0.00 |
$30,707,000 |
774,256 |
% |
2,398,000 |
20,568 |
0 |
N/A |
|
|
IEF |
iShares Lehman 7-10 Year Tr... |
|
- |
$92.52 |
$30,120,000 |
318,194 |
% |
1,416,000 |
20,401 |
0 |
N/A |
|
|
USFR |
Wisdomtree Bloomberg Floati... |
|
- |
$50.40 |
$28,275,000 |
562,244 |
% |
1,393,000 |
27,180 |
0 |
N/A |
|
|
PFF |
iShares S&P U.S. Preferred ... |
|
- |
$31.29 |
$15,669,000 |
486,174 |
% |
887,000 |
12,251 |
0 |
N/A |
|
|
QUAL |
Ishares Msci Usa Quality Fa... |
|
- |
$0.00 |
$15,448,000 |
93,994 |
% |
1,739,000 |
824 |
0 |
N/A |
|
|
DFLV |
Dfa Dimensional Us Large Ca... |
|
- |
$0.00 |
$9,598,000 |
320,040 |
% |
1,882,000 |
34,785 |
0 |
N/A |
|
|
DFIV |
Dimensional International V... |
|
- |
$37.01 |
$8,994,000 |
244,745 |
% |
1,456,000 |
25,358 |
0 |
N/A |
|
|
IWO |
iShares Russell 2000 Growth |
|
- |
$260.10 |
$8,921,000 |
32,941 |
% |
809,000 |
780 |
0 |
N/A |
|
|
VWO |
Vanguard Emerging Markets S... |
|
- |
$43.20 |
$8,281,000 |
198,260 |
% |
721,000 |
14,315 |
0 |
N/A |
|
|
DFSV |
Dfa Dimensional Us Small Ca... |
|
- |
$0.00 |
$6,263,000 |
208,076 |
% |
988,000 |
26,941 |
0 |
N/A |
|
|
DFIS |
Dfa Dimensional Internation... |
|
- |
$0.00 |
$5,501,000 |
219,499 |
% |
1,442,000 |
51,544 |
0 |
N/A |
|
|
MUB |
iShares S&P National Munici... |
|
- |
$107.02 |
$3,726,000 |
34,630 |
% |
0 |
261 |
0 |
N/A |
|
|
AAPL |
Apple Inc |
|
- |
$182.74 |
$3,507,000 |
20,451 |
% |
-158,000 |
1,413 |
0 |
N/A |
|
|
AMZN |
Amazon.com Inc |
|
- |
$188.00 |
$2,053,000 |
11,380 |
% |
534,000 |
1,382 |
0 |
N/A |
|
|
IEMG |
Ishares Core Msci Emerging ... |
|
- |
$53.10 |
$1,518,000 |
29,421 |
% |
35,000 |
97 |
0 |
N/A |
|
|
MSFT |
Microsoft Corp |
|
- |
$410.54 |
$1,274,000 |
3,029 |
% |
507,000 |
990 |
0 |
N/A |
|
|
VEA |
Vanguard Europe Pacific ETF |
|
- |
$49.56 |
$1,263,000 |
25,168 |
% |
67,000 |
198 |
0 |
N/A |
|
|
AOA |
iShares Trust |
|
- |
$72.76 |
$1,036,000 |
14,100 |
% |
81,000 |
268 |
0 |
N/A |
|
|
NVDA |
NVIDIA Corporation |
|
- |
$904.12 |
$976,000 |
1,080 |
% |
570,000 |
261 |
0 |
N/A |
|
|
JNJ |
Johnson & Johnson |
|
- |
$148.95 |
$679,000 |
4,294 |
% |
19,000 |
81 |
0 |
N/A |
|
|
V |
Visa Inc |
|
- |
$277.19 |
$627,000 |
2,245 |
% |
207,000 |
631 |
0 |
N/A |
|
|
GOOG |
Alphabet Inc |
|
- |
$171.16 |
$557,000 |
3,658 |
% |
289,000 |
1,759 |
0 |
N/A |
|
|
SPG |
Simon Property Group Inc |
|
- |
$147.88 |
$544,000 |
3,475 |
% |
53,000 |
35 |
0 |
N/A |
|
|
FB |
Meta Platforms Inc |
|
- |
$472.60 |
$487,000 |
1,002 |
% |
257,000 |
351 |
0 |
N/A |
|
|
GOOGL |
Alphabet Inc |
|
- |
$169.38 |
$453,000 |
3,002 |
% |
50,000 |
114 |
0 |
N/A |
|
|
FNDX |
Schwab Fundamental US Large... |
|
- |
$65.86 |
$402,000 |
5,970 |
% |
54,000 |
357 |
0 |
N/A |
|
|
XOM |
Exxon Mobil Corp |
|
- |
$116.15 |
$391,000 |
3,365 |
% |
65,000 |
109 |
0 |
N/A |
|
|
BRK.B |
Berkshire Hathaway B |
|
- |
$406.37 |
$348,000 |
828 |
% |
65,000 |
35 |
0 |
N/A |
|
|
IEFA |
Ishares Core Msci Eafe |
|
- |
$0.00 |
$308,000 |
4,153 |
% |
22,000 |
89 |
0 |
N/A |
|
|
KIM |
Kimco Realty Corp |
|
- |
$18.92 |
$282,000 |
14,393 |
% |
-23,000 |
97 |
0 |
N/A |
|
|
TT |
Trane Technologies (Ingerso... |
|
- |
$327.60 |
$264,000 |
878 |
% |
50,000 |
2 |
0 |
N/A |
|
|
QQQ |
Invesco QQQ Trust Series I |
|
- |
$440.06 |
$231,000 |
521 |
% |
21,000 |
9 |
0 |
N/A |
|
|
MESO |
Mesoblast Ltd |
|
- |
$7.59 |
$50,000 |
10,000 |
% |
50,000 |
10,000 |
0 |
N/A |
|
